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Family Office Services

A complete list of services we offer
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Global Custody and Related Services
  • General Custody
  • Securities Custody and Settlement
  • Income Collection and Crediting
  • Corporate Actions and Proxy Services
  • Automated Cash Sweep
  • Foreign Exchange
  • Securities Lending 
  • Wealth Passport®-Online Data Access
  • Data Aggregation
  • Consolidated Accounting
  • Net Worth Summary
  • Download Capabilities
  • Transactions
  • Query and User Customisation Capabilities

Fiduciary and Trust Services

  • Comprehensive trust services
  • Expertise in selection and oversight of multiple managers
  • Foundation management
  • Estate settlement
  • Offshore trusts
  • Administrative trustee capabilities
  • Depth of expertise in alternative investments
  • Specialization in management of minerals, real estate, family business, farming as well as closely held assets such as limited partnerships
  • Blind trusts for government officials and corporate directors

Banking Services

  • Investment deposit accounts
  • Fixed term deposits
  • Money transfer
  • Foreign exchange
  • Secured credit facilities

Investment Capabilities

  • Cash Management
  • Active Equity
  • Fixed Income 
  • Quantitative
  • Manager of Managers
  • Alternative Investments
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